Advisory Team Archives - Page 3 of 5 - SYM Financial Advisors -

A man with short brown hair, glasses, and a friendly smile is wearing a blue blazer over a plaid shirt. He stands against a softly blurred, modern indoor background.

Nick Gray

January 24, 2022

Nick Gray Retirement Plan Advisor Nick enjoys developing relationships through thoughtful service to plan sponsors, and advice/education to retirement plan participants. He has more than 23 years of industry experience helping business owners and their employees plan and save for retirement. Fort Wayne, IN ngray@sym.com Credentials Bachelor of Science – Purdue University School of Management and Business, Fort Wayne, IN Community Member, School Board, Bishop Dwenger High School Member, Board, Northeast Indiana Human Resources Association

A woman with shoulder-length wavy brown hair smiles warmly at the camera. She is wearing a pink blazer and a multi-strand necklace. The background is softly lit, with large windows allowing natural light to fill the space.

Michelle Hipskind

January 24, 2022

Michelle Hipskind Michelle Hipskind Principal and Financial Advisor My skills include experience and passion for translating complex information and ideas into something that is digestible, understandable, and meaningful to varied audiences. I love to teach and have been a member of Ivy Tech adjunct staff and conducted many financial seminars for women. Fort Wayne, IN mhipskind@sym.com Book an in-person meeting with Michelle Book a virtual meeting with Michelle Click here to learn about the Women’s

A man with short dark hair and a beard is smiling at the camera. He is wearing a dark blazer over a striped dress shirt. The background is softly blurred, suggesting an indoor setting.

Jonathan Slocum

January 24, 2022

Jonathan Slocum Jonathan Slocum Principal and Senior Financial Advisor Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously. Mishawaka,

A woman with long, light brown hair smiles while wearing a dark blazer over a white top. She is standing in an indoor setting with a blue and white abstract painting in the background.

Sarah Delahanty

January 24, 2022

Sarah Delahanty Sarah Delahanty Principal, Senior Financial Advisor Sarah is a Senior Financial Advisor and also the Midland Office Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!” You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She

A man with short brown hair and a beard is smiling at the camera. He is wearing a blue button-up shirt and a dark blazer. The background is softly blurred, suggesting an indoor setting near a window.

Stephen Lawler

January 24, 2022

Stephen Lawler Stephen Lawler Financial Advisor Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them. He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service. Midland, MI slawler@sym.com Book an in-person meeting with Stephen Book a virtual meeting with Stephen Credentials Bachelor

Jonathan Hueftle

January 24, 2022

Jonathan Hueftle Jonathan Hueftle Financial Advisor. Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives. Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction. Indianapolis, IN jhueftle@sym.com Credentials Bachelor of Science in Environmental Affairs with concentrations in Economics and

Advisory Team

Nick Gray

Michelle Hipskind

Jonathan Slocum

Sarah Delahanty

Stephen Lawler

Jonathan Hueftle

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Mishawaka, IN

Midland, MI

Let Us Help!

Who We Serve

What We Do

Insights

Contact us